Beaumont Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$373K	Hold	2,070	–	–	0.03%	272
2025 Q4	$385K	Sell	2,070 -40	-2%	-$7.36K	0.03%	266
2025 Q3	$383K	Hold	2,110	–	–	0.03%	279
2025 Q2	$357K	Hold	2,110	–	–	0.03%	269
2025 Q1	$323K	Hold	2,110	–	–	0.03%	276
2024 Q4	$328K	Hold	2,110	–	–	0.02%	279
2024 Q3	$331K	Sell	2,110 -300	-12%	-$45.2K	0.03%	260
2024 Q2	$355K	Hold	2,410	–	–	0.03%	251
2024 Q1	$349K	Hold	2,410	–	–	0.03%	257
2023 Q4	$321K	Sell	2,410 -200	-8%	-$24.9K	0.03%	251
2023 Q3	$314K	Hold	2,610	–	–	0.03%	235
2023 Q2	$325K	Hold	2,610	–	–	0.03%	255
2023 Q1	$307K	Sell	2,610 -238	-8%	-$27.3K	0.03%	246
2022 Q4	$311K	Hold	2,848	–	–	0.03%	243
2022 Q3	$285K	Hold	2,848	–	–	0.03%	249
2022 Q2	$304K	Hold	2,848	–	–	0.03%	240
2022 Q1	$365K	Hold	2,848	–	–	0.03%	249
2021 Q4	$385K	Hold	2,848	–	–	0.03%	251
2021 Q3	$360K	Hold	2,848	–	–	0.03%	250
2021 Q2	$360K	Hold	2,848	–	–	0.03%	263
2021 Q1	$337K	Hold	2,848	–	–	0.03%	252
2020 Q4	$320K	Hold	2,848	–	–	0.03%	254
2020 Q3	$283K	Hold	2,848	–	–	0.03%	265
2020 Q2	$262K	Sell	2,848 -487	-15%	-$42.5K	0.03%	241
2020 Q1	$260K	Hold	3,335	–	–	0.03%	208
2019 Q4	$329K	Sell	3,335 -105	-3%	-$9.99K	0.03%	216
2019 Q3	$316K	Hold	3,440	–	–	0.03%	208
2019 Q2	$313K	Hold	3,440	–	–	0.03%	191
2019 Q1	$305K	Hold	3,440	–	–	0.03%	184
2018 Q4	$271K	Buy	+3,440	New	+$292K	0.04%	166